Streak + TaskAGI

Automate your Gmail CRM

Connect Streak to TaskAGI and automate your entire sales pipeline without manual work. Create contacts, move deals through pipelines, send emails, and log activities automatically.

Connect Streak

Available Operations

Actions you can perform with Streak

Get Pipelines

Retrieve pipelines from Streak CRM

Create Pipeline

Create a new pipeline in Streak CRM

Get Boxes

Retrieve boxes (records) from a Streak pipeline

Create Box

Create a new box (record) in a Streak pipeline

Update Box

Update an existing box in Streak CRM

Get Contacts

Retrieve contacts from Streak CRM

Create Contact

Create a new contact in Streak CRM

Add Contact to Box

Add a contact to a box in Streak CRM

Get Tasks

Retrieve tasks from Streak CRM

Create Task

Create a new task in Streak CRM

Send Email

Send an email through Streak (via Gmail)

Add Comment

Add a comment to a box in Streak CRM

Search Boxes

Search for boxes across all pipelines in Streak CRM

Use Cases

Real-world automations you can build today

Auto-create deals

Automatically create pipeline boxes and move contacts through stages based on email activity.

Sync contact data

Keep your Streak contacts in sync with other tools and databases in real-time.

Task automation

Generate tasks from email patterns and assign them to team members automatically.

Smart follow-ups

Trigger emails and add comments to boxes based on customer behavior and milestones.

How It Works

Get started in minutes

Connect

Authorize TaskAGI to access your Streak CRM with one click.

Configure

Select which pipelines, boxes, and contacts you want to work with.

Build

Create workflows to automate contact creation, deal movement, emails, and tasks.

Deploy

Turn on your workflow and watch Streak updates happen automatically.

Frequently Asked Questions

How do I connect Streak?

Click the Streak integration in TaskAGI, authorize with your Gmail account, and you're ready to build workflows.

Can I sync existing Streak data?

Yes. You can pull your pipelines, boxes, contacts, and tasks into TaskAGI workflows automatically.

What operations can I automate?

Create/update deals, add contacts, send emails, create tasks, add comments, and search boxes based on conditions or triggers.

Does this work with team collaboration?

Yes. You can assign tasks and add comments that sync back to Streak for your whole team to see.